The Assignment/Unassignment Process

Step-By-Step Guide to Assigning a Household

An assignment action removes the specified unit from the vacant units list, and disallows other households from being assigned, or moving into the unit. This action will also create accounts for the household based upon the program and project setup associated with the assigned unit. A household action will be created upon completion in the Household History tab.

1. Click the Toolbox Tab on the left hand side of the page
2. This will bring up a list of tools. Mouse-over the "actions" symbol and a drop down menu with options will appear. Click "Assign"
   
3. The Assignment Wizard will then run. Search, or filter and select the unit the tenant will be assigned to.
   
   

   A- Program select: Choose the housing program 

   B- Unit size select: Pick amount of bedrooms

   C- Location of unit

   D- Available Unit Select- Search for specific units or choose from filtered options below (Depending on your screen size, you may need to scroll down to see entire list of options)

   E- Projected Rent

   F- Proceed to next step

4. Review before finalizing. From here you can go to cancel the assignment process.

   
   

5. Click "Yes" and the tenants assignment status will be updated.

Video Demonstration: 

Step-By-Step Guide to Unassigning a Household

This action does not create a Household History item, nor does it remove the original assignment action for forensic purposes. Unassigning a household does, however, remove the assignment status from the household so that the unit can be assigned to another household and/or the specified household can be assign a different unit.